IFP Advisors’s Loyalty Ventures Inc. Common Stock LYLT Stock Holding History

IFP Advisors’s Portfolio LYLT Stock Details LYLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-184	Closed	-$8K	–	4620
2022 Q4	$8K	Sell	184 -168	-48%	-$288	﹤0.01%	3573
2022 Q3	$15K	Hold	352	–	–	﹤0.01%	3361
2022 Q2	$15K	Hold	352	–	–	﹤0.01%	3120
2022 Q1	$15K	Buy	352 +337	+2,247%	+$8.36K	﹤0.01%	3120
2021 Q4	$2K	Buy	+15	New	+$484	﹤0.01%	2878

Other funds holding LYLT

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

IFP Advisors's LYLT Position: Q1 2023 in Review

IFP Advisors sold out of Loyalty Ventures Inc. Common Stock (LYLT) in Q1 2023, closing a stake of 184 shares — an estimated $8K sold.

IFP Advisors first reported a position in LYLT in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q3 2022. 9 funds tracked by Wall St. Rank hold LYLT as of Q1 2023.

IFP Advisors reported no remaining Loyalty Ventures Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 184 Loyalty Ventures Inc. Common Stock shares in Q1 2023, an estimated $8K.
IFP Advisors first reported a position in Loyalty Ventures Inc. Common Stock in Q4 2021 and held it in 5 quarters.
IFP Advisors's Loyalty Ventures Inc. Common Stock position peaked at $15K in Q3 2022.
9 funds tracked by Wall St. Rank held Loyalty Ventures Inc. Common Stock as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.